We are seeking a motivated and detail-oriented IFA Administrator to join our team. The role involves supporting the report writing and administrative processes to ensure our clients are confident, informed, and well-served in their investment and financial decisions. You will work closely with senior team members to produce compliant reports and ensure smooth, efficient service across all client accounts. […]
Assist in the advice process by attending meetings and discussing matters with the Investment Director, Business Manager, Client Account Supervisor, Consultants, and Financial Advisers.
Manage...